Assigning Offboarding Checklists - Knowledge Base | BerniePortal

Assigning Offboarding Checklists

Assign an Offboarding Checklist when you terminate an employee. The checklist tracks remaining offboarding tasks for that employee.

Who can assign Offboarding Checklists

Employers and Feature Admins who can terminate employees, when Offboarding is enabled. For the full termination flow, see Terminating an Employee.

To assign an Offboarding Checklist during termination:
  1. Open Employees in the top navigation.
  2. Find the employee, open the action menu on their row, and select Terminate.
  3. Enter the Last day of work (MM/DD/YYYY) and select a Reason for termination.
  4. In Offboarding Checklist, select the checklist to assign. If your organization set a default checklist, that option is pre-selected. Choose none if you do not want to assign a checklist.
  5. Select Terminate.
When you assign a checklist, the employee appears under Checklists on the home page sidebar until their offboarding tasks are finished.

To assign a checklist after termination:
  1. Open the terminated employee's profile and select the Offboarding tab.
  2. If no checklist is assigned, select Add a New Checklist.
  3. In the Add a New Checklist dialog, choose a checklist from the Checklist list, then select Add.
To complete or update assigned tasks, see Managing Offboarding Checklists.

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